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Embedded Portal

Nolwenn Launay
  • Updated

Upflow provides the capability to embed the customer portal within your own website, offering numerous advantages, including:

  • Enhanced customer experience: Your customers can view invoices, make payment and track payment statuses at their convenience, 24/7 securely within your website.

  • Personalised Branding: Customize the portal to reflect your company’s branding, ensuring a seamless and professional experience for your clients.

Now, let's walk you through the simple steps to set up and embed the customer portal:

 

 

Setting Up the Embedded Customer Portal

 

Step 1: Enable the Embedded Customer Portal

  • Ensure that the embedded customer portal is enabled from the settings section.

Note: If you wish to enable embedded portal access for specific customers, make sure that the customer portal option is enabled for those particular customers in Upflow. By default, the customer portal is enabled for all customers.

 

Step 2: Customize Your Customer Portal

  • Design your customer portal to align with your company’s branding.

 

 

Step 3: Access Upflow's API Documentation

Refer to Upflow’s API documentation to access the endpoint for generating your customer’s URL.

  • It is highly recommended to include your customer's username as an attribute in the API request for audit purposes.

  • The embedded URL should be unique for each customer and must not be stored (only cached temporarily if needed).

  • The call to retrieve the portal URL must strictly be made from the backend (not the frontend) as it utilises the client’s API secret.

 

 

Below is an example of a Python code which queries the API endpoint to get the customer portal URL and returns an iframe with the right URL.

 

 

Step 4: Embed the portal URL in your desired website

  • Once the URL is generated, use it within the <iframe> tag of the website where you intend to embed the portal.

Note: Ensure that the website where you plan to embed the customer portal can be securely accessed through authenticated customer login.

 

Step 5: Go-Live with your embedded customer portal

  • Your embedded customer portal is now live and ready for use. You can invite your customers to make use of the embedded customer portal.

 

Here's what it can look like:

 

 

Any questions? Get in touch!

 

 

 

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